Organizing Questions in Tabs and Groups
With NetSuite CPQ Configurator, you can create tabs and groups to organize questions related to the same topic in a single space and guide users in the configuration process. Tabs create different panes for questions, and groups organize questions in sections within each tab. For each tab, you can create as many groups as required.
Tabs and groups are provided with an internal name and a label for the user interface. You can format the label by changing the paragraph font and size or making the text bold, italic, or underlined.
The sequence number determines the order in which tabs and groups are displayed on the user interface. Tabs and groups with a lower sequence number are displayed before those with a higher sequence number on the user interface. You can enter a negative or positive number. For example, −2 or 5.
You can hide tabs and groups on the user interface by using rules. Hiding tabs or groups prevents users from viewing questions and answers related to unavailable features or options based on their current choices. To write the rule, enter question and answer codes separated by the slash character in the rule field. For example, A/1. Use operators to combine multiple question and answer sets. For example, A/1&B/2. For more information, see Activating Building Blocks with Rules.
To assign a question to a specific tab or group, select the tab or the group in the Tab/Group field on the question record. In this field, groups are displayed as Tab Name/Group Name. For more information about questions, see Working with Questions.
To make a tab or group visible on the user interface, assign them at least one question.
For more information about tabs and groups, see Creating Tabs and Creating Groups. To copy or delete tabs or groups, see Working with Product Building Blocks.
To change label and header colors for all tabs and groups in a product, see Changing Label and Header Colors for Questions, Tabs, and Groups.
Creating Tabs
By organizing questions into tabs, you can help users go through the different steps of the configuration process and focus on one step at a time.
When working with popup table answers (called picklists), you can add tabs to the popup window. If you add tabs on the popup table window, the table is displayed under General tab by default.
To create a tab:
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In NetSuite, go to CPQ > Configurator > Product Maintenance.
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Click Edit next to the product you want to modify.
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On the Tabs subtab, click New CPQC Tab.
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Enter a descriptive name for the tab.
This name is used for internal reference only and is not visible to users.
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In the Code field, enter a unique identifier for this tab.
The code can contain only uppercase letters, numbers, and underscore characters. You can enter a shortened version of the name as a code.
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Provide a sequence number to determine the order in which the tab is displayed on the user interface. Tabs with a lower sequence number are displayed before tabs with a higher sequence number.
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In the Label HTML field, enter the text that is displayed on the user interface for this tab.
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In the Hide Rule field, provide the question and answer combination that determines whether the tab should be hidden on the user interface.
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To add the tab to a popup table window, select the popup table answer where you want to add a tab in the Picklist Reference field.
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Click Save.
Creating Groups
By dividing questions into groups, you can guide users through each substep of the configuration process. You can also collapse groups to save the space dedicated to questions on the user interface.
To create a group:
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In NetSuite, go to CPQ > Configurator > Product Maintenance.
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Click Edit next to the product you want to modify.
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On the Tabs subtab, click the tab name where you want to create a group.
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On the Custom subtab, click New CPQC Group.
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Enter a descriptive name for the group.
This name is used for internal reference only and is not visible on the user interface.
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In the Code field, enter a unique identifier for this group.
You can enter a shortened version of the name as a code. The code can contain only uppercase letters, numbers, and underscore characters.
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Provide a sequence number to determine the order in which the group appears on the user interface.
Groups with a lower sequence number are displayed higher within the tab.
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In the Label HTML field, enter the text displayed on the user interface for this group.
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In the Spans field, enter a number between 1 and 12 to determine how many columns the group can occupy on the user interface.
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In the Hide Rule field, provide the question and answer combination that determines whether the group is hidden on the user interface.
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The group header and borders are displayed by default. If you do not want to display them, clear the Show group box option.
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To collapse a group, two options are available:
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To let users collapse the group on the interface, check the Collapsable box.
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To display the group as collapsed and let users expand it on the interface, check the Collapsed by default box.
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Click Save.